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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,956 | $156,398+148.7% | $147,318+164.0% | $138,895+180.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.18% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $50,315 | $4,853+936.7% | $4,593+995.5% | $4,194+1099.6% |
| Participant deferral / active EE | $6,500 | $8,237-21.1% | $7,906-17.8% | $6,396+1.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |